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Sagespring Wealth Partners’s Pfizer PFE Stock Holding History

Sagespring Wealth Partners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Buy
78,052
+13,443
+21% +$358K 0.04% 184
2025
Q4 		$1.61M Buy
64,609
+3,106
+5% +$78.3K 0.03% 224
2025
Q3 		$1.57M Buy
61,503
+7,513
+14% +$185K 0.03% 221
2025
Q2 		$1.31M Buy
53,990
+9,610
+22% +$224K 0.03% 230
2025
Q1 		$1.12M Buy
44,380
+2,264
+5% +$59.2K 0.03% 228
2024
Q4 		$1.12M Buy
+42,116
New +$1.14M 0.03% 201

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sagespring Wealth Partners's PFE Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Pfizer (PFE) stake by 21% in Q1 2026, buying an estimated $358K and bringing the position to 78,052 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #184.

Sagespring Wealth Partners first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Sagespring Wealth Partners held 78,052 shares of Pfizer worth $2.19M as of Q1 2026.
  • Sagespring Wealth Partners bought 13,443 Pfizer shares in Q1 2026, an estimated $358K.
  • Pfizer made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #184 holding.
  • Sagespring Wealth Partners first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.